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Latest West Wealth Group, LLC Stock Portfolio

West Wealth Group, LLC Performance:
2025 Q4: 1.17%YTD: 13.6%2024: 12.8%
Performance for 2025 Q4 is 1.17%, and YTD is 13.6%, and 2024 is 12.8%.

About West Wealth Group, LLC and 13F Hedge Fund Stock Holdings

West Wealth Group, LLC is a hedge fund based in IRVINE, CA. On 10-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $285.1 Millions. In it's latest 13F Holdings report, West Wealth Group, LLC reported an equity portfolio of $482 Millions as of 31 Dec, 2025.

The top stock holdings of West Wealth Group, LLC are IJR, IJR, BECO. The fund has invested 11.2% of it's portfolio in ISHARES TR and 9.4% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (IJR) and J P MORGAN EXCHANGE TRADED F (BBAX). West Wealth Group, LLC opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), DIMENSIONAL ETF TRUST (DFAC) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ADVANCED MICRO DEVICES INC (AMD) and SELECT SECTOR SPDR TR (XLB).

West Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that West Wealth Group, LLC made a return of 1.17% in the last quarter. In trailing 12 months, it's portfolio return was 13.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
goldman sachs etf tr1,210,700
dimensional etf trust207,044
amgen inc206,509
pfizer inc205,119
edwards lifesciences corp201,190
New stocks bought by West Wealth Group, LLC

Additions

Ticker% Inc.
netflix inc737
advanced micro devices inc435
select sector spdr tr101
ishares tr22.35
blackrock etf trust ii22.03
invesco exch traded fd tr ii21.74
ishares tr20.76
ishares tr20.1
Additions to existing portfolio by West Wealth Group, LLC

Reductions

Ticker% Reduced
ishares tr-24.84
ishares tr-21.76
j p morgan exchange traded f-16.42
at&t inc-13.44
alphabet inc-11.17
unitedhealth group inc-10.97
vanguard index fds-10.76
cisco sys inc-9.01
West Wealth Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard index fds-227,922
West Wealth Group, LLC got rid off the above stocks

Sector Distribution

West Wealth Group, LLC has about 87.2% of it's holdings in Others sector.

Sector%
Others87.2
Technology7
Consumer Cyclical1.4

Market Cap. Distribution

West Wealth Group, LLC has about 12.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.2
MEGA-CAP9.4
LARGE-CAP2.7

Stocks belong to which Index?

About 11.9% of the stocks held by West Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.3
S&P 50011.9
Top 5 Winners (%)%
LLY
eli lilly & co
29.6 %
STX
seagate technology hldngs pl
25.5 %
GOOG
alphabet inc
24.4 %
GOOG
alphabet inc
23.3 %
LUV
southwest airls co
23.0 %
Top 5 Winners ($)$
AAXJ
ishares tr
1.6 M
IJR
ishares tr
1.2 M
AAPL
apple inc
1.2 M
IJR
ishares tr
1.2 M
BECO
blackrock etf trust
1.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.9 %
XLB
select sector spdr tr
-41.0 %
ORCL
oracle corp
-34.0 %
IRM
iron mtn inc del
-21.1 %
DELL
dell technologies inc
-18.1 %
Top 5 Losers ($)$
NFLX
netflix inc
-2.5 M
BECO
blackrock etf trust
-0.7 M
MSFT
microsoft corp
-0.3 M
BITS
global x fds
-0.2 M
XLB
select sector spdr tr
-0.2 M

West Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of West Wealth Group, LLC

West Wealth Group, LLC has 127 stocks in it's portfolio. About 64.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for West Wealth Group, LLC last quarter.

Last Reported on: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions